JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
Capital One February 2011 - Present
JPMorgan Chase 2007 - May 2011
HSBC Bank USA May 2003 - October 2007
CITIGROUP June 1998 - April 2003
Skills
Banking, Business Development, Investments, Credit, Finance, Leadership, Coaching, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Customer Retention, Loans, Management, Portfolio Management, Relationship Management, Retail Banking, Sales, Small Business Lending
Education
City University of New York-Brooklyn College
Master of Business Administration (MBA), Finance and Financial Management Services
City University of New York-Brooklyn College 1994 — 1998
BS, Business Management & Finance
Sirius XM Radio Inc. September 2014 - Present
USTA June 2013 - December 2014
Kerry Harwell (self employed) May 2014 - August 2014
The Madison Square Garden Company September 2013 - February 2014
Brooklyn Cyclones January 2013 - September 2013
The Madison Square Garden Company December 2012 - September 2013
JPMorgan Chase May 2011 - December 2012
Skills
Spanish, Latin, Italian, French, Website Development, Microsoft Office, Sports Management, Ticket Sales, Translation, Finance, Marketing, Market Research, Managed Money, Customer Service, Event Planning, Fundraising, Sports
Education
Brooklyn College 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pace University 2010 — 2011
Bachelor of Science (BS), Forensic Science and Criminal Justice, 3.1
G-III Apparel Group December 2008 - Present
Rozario and Associates 2007 - 2008
JPMorgan Chase 2005 - 2007
Skills
Microsoft Office, Bilingual, ADP Payroll, Human Resources, Health Benefits..., Landlord/Tenant Matters, Union billing
Education
Brooklyn College 2006 — 2007
Kingsborough Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
A girls best friend February 2012 - Present
JPMorgan Chase May 2006 - June 2009
Skills
Retail, Strategic Planning, Customer Service, Marketing Strategy, Management, Business Strategy, Team Building, Social Media, Marketing, Sales Management, Sales, New Business Development, Leadership, Social Media Marketing, Entrepreneurship
Education
City University of New York-Brooklyn College 2002 — 2006
United States Postal Service October 2013 - Present
FILLMORE REAL ESTATE December 2012 - Present
JPMorgan Chase November 2011 - July 2012
John Wiley and Sons May 2011 - September 2011
HyJACT'D January 2010 - November 2010
Queens Library August 2007 - September 2010
Del Frisco's Double Eagle Steak House March 2005 - July 2006
Skills
Customer Service, Microsoft Office, Research, PowerPoint, Online Research, Data Entry, Social Media, Editing, Data Analysis, Facebook, Administrative..., Tutoring, Recruiting, Marketing, Spanish, Social Networking, Curriculum Design, Telephone Skills, Photoshop, Teamwork, Blogging, Photography, Social Media Marketing, Training, Adobe Creative Suite, Human Resources, Web Design, Administration, Sales, HTML, Graphic Design, Community Outreach, Leadership, Copy Editing, Public Speaking
Education
Art Institute of New York 2004 — 2005
Certificate, Pastry Arts
City University of New York-Brooklyn College 2000 — 2004
Film, Art
JPMorgan Chase 2013 - Present
JPMorgan Chase 2009 - 2013
Citi 2002 - 2009
Skills
Credit Analysis, Credit, Loans, Banking, Commercial Banking, Portfolio Management, Mortgage Lending, Commercial Lending, Small Business Lending, Retail Banking, Credit Risk, Financial Analysis, Investments, Relationship Management, Consumer Lending, Loan Origination
Education
City University of New York-Brooklyn College 2000 — 2004
Bachelor's degree, Business Management and Finance
City University of New York-Brooklyn College
Business Management & Finance
HSBC February 2015 - Present
JPMorgan Chase July 2007 - February 2015
JPMorgan Chase July 2007 - February 2015
Aeropostale December 2004 - June 2008
Foot Locker May 2003 - September 2005
Education
City University of New York-Brooklyn College 2005 — 2010
Produce Capital Corp. August 2013 - April 2014
TD July 2012 - March 2013
JPMorgan Chase March 2011 - July 2012
TD September 2007 - March 2011
BankAtlantic July 2006 - July 2007
Promote Instyle January 2003 - July 2006
Skills
Sales, Customer Service, Leadership, Problem Solving, Microsoft Office, PowerPoint, Outlook, Outlook Express, Microsoft Excel, Microsoft Word, Windows 7, Public Speaking, Business Development, Building Relationships, Banking Relationships, Negotiation, Team Building, Entrepreneurship, Supervisory Skills, Coaching, Highly Ambitious, Goal Oriented, Charismatic Leadership, Marketing, Customer Satisfaction, Portfolio Management, Investments, Financial Services, CRM
Education
Manhattanville College School of Business and Professional Studies 2012 — 2014
Master's Degree, Finance
Brooklyn College 2008 — 2010
Bachelor of Science (B.S.), Business Management and Finance
JPMorgan Chase November 1998 - Present
The Bank of New York Mellon November 2010 - January 2011
BNY Mellon February 2007 - January 2011
The Bank of New York Mellon February 2007 - November 2010
JPMorgan Chase July 2005 - February 2007
Skills
Specific expertise in..., MS Outlook, MS OFFICE,...
Education
Brooklyn College
Brooklyn College
Business
The University of Tampa
JPMorgan Chase October 2010 - February 2013
Merrill Lynch September 1998 - July 2008
Skills
Equities, Fixed Income, Mutual Funds, Analysis, Asset Allocation, Options, Trading, Financial Services, Settlement, Risk Management, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Oasys, Security APL, Risk Assessment, Team Leadership, Financial Advisory, Loans, Finance, Investments, Software Documentation, Corporate Actions, Wealth Management..., Banking, Investment Banking, Mortgage Banking, Retail Banking
Education
New York University 2011 — 2011
Adult and Continuing Education and Teaching
City University of New York-Brooklyn College 1988 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Bishop Loughlin Memorial High School 1984 — 1988
JPMorgan Chase November 2010 - Present
The North Face September 2007 - November 2010
Luxottica Retail January 2004 - September 2007
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending, Loan Origination, Mortgage Banking, Sales, Finance, Lines Of Credit, Cash Management, Cross Selling, Deposits, Retail, Credit Cards, Private Banking, Relationship Management, Branch Banking, Loan Servicing, Home Equity Lines of...
Education
Brooklyn College 2004 — 2007
Bachelor's degree, Business/Managerial Economics
The Premins Company, Inc. September 1997 - Present
JPMorgan Chase September 1992 - September 1997
Skills
Marketing Strategy, Strategic Planning, Marketing, Marketing Communications, Social Media Marketing, Social Media, New Business Development, Direct Marketing, Email Marketing, Business Strategy, Product Management, Business Development, Insurance, Sales, Finance, Strategy, Management, Business Planning, Small Business, Brokers, Investments, Time Management, Lead Generation, Sales Management, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Professional Liability, Casualty, Account Management, Underwriting, Excess, D&O, Legal Liability, Workers Compensation, Liability, Commercial Lines, Long-term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, General Insurance, Health Insurance, Inland Marine, Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, Agents, Reinsurance
Education
Brooklyn College 1992 — 1997
Bachelor's degree, Sociology/ Economics
JOHN DEWEY H.S. BROOKLYN, NY
JPMorgan Chase 2011 - Present
Skills
Data Analysis, SAS, Corporate Finance, Microsoft Excel, Access, VBA, Research, Financial Analysis, Analysis, Data Mining, Finance, R, Banking, Microsoft Office, PowerPoint, Business Intelligence, SQL, Report Writing, Databases, Microsoft Word
Education
City University of New York-Brooklyn College 2008 — 2011
Business management/Finance, Business management/Finance
Kingsborough Community College 2005 — 2007
Associate's degree, Business Administration, Management and Operations
Canarsie High School 1999 — 2004
High School Diploma, Math & Science
Canarsie High School
Canarsie High School
JPMorgan Chase September 2011 - Present
House of Natural Products January 2003 - September 2011
Skills
Accounting, Cash Management, Account Reconciliation, Financial Statement..., Financial Accounting, GAAP, Banking, Internal Controls, Tax Preparation
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelor of Science (B.S.), Accounting, Junior
CUNY Bronx Community College 2009 — 2011
Associate of Science (A.S.), Accounting
McCabe Weisberg & Conway August 2013 - Present
JPMorgan Chase October 2011 - December 2012
Home Depot March 2011 - May 2011
Liberty Health Advantage Inc May 2008 - February 2009
Group Health Incorporated January 2007 - May 2008
Group Health Inc. (GHI) April 2000 - January 2007
Group Health Inc. (GHI) April 1999 - April 2000
Bank of America December 1995 - December 1996
Skills
Operations Management, Data Entry, Microsoft Word, Microsoft Excel, Strategic Planning, •Customer Service..., Tier 1 Helpdesk, •Mortgage Loan..., Project..., Healthcare Benefits..., HIPAA Compliance..., CSR Manager of 25+..., Human Resources Liaison, On-the-Job Trainer, Mortgage Lending, Insurance, Software Documentation, Banking, Payroll, Process Improvement, Management, Human Resources, Training, Customer Service, Team Building, Medicare, Quality Assurance, Outlook, Health Insurance, HIPAA, Time Management, Healthcare, Leadership, Risk Management, Budgets, Employees, Marketing, PowerPoint, Microsoft Office, Sales Operations, Sales, Team Management, Customer Satisfaction, Customer Retention, Interviews, Cold Calling, Data Analysis, Call Centers, Analysis, Coaching
Education
Brooklyn College 2007 — 2011
Bachelor, ScienceBusiness Management & Finance
Brooklyn College
Bachelor of Science (BS), Finance and Business Management
Terra Capital Partners March 2013 - Present
JPMorgan Chase July 2011 - February 2013
Morgan Stanley July 2007 - July 2011
AIG August 2006 - July 2007
Skills
Financial Accounting, Fund Accounting, Financial Modeling, Financial Forecasting, Cash Flow Forecasting, US GAAP, Financial Analysis, Private Equity, Real Estate Financing
Education
City University of New York-Brooklyn College 2002 — 2006
B.S., Accounting
Citi March 2013 - Present
TD September 2010 - September 2012
New York Life Insurance Company January 2007 - October 2010
JPMorgan Chase January 2000 - November 2006
JPMorgan Chase September 1989 - December 1999
Skills
Banking, Portfolio Management, Credit, Capital Markets, Fixed Income, Equities, Loans, Financial Services, Risk Management, Investment Banking, Wealth Management, Credit Analysis, Commercial Banking, Finance, Investments, Retail Banking
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Erasmus Hall High School
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. April 2013 - May 2014
Santander Bank, N.A. July 2012 - April 2013
Citibank July 2011 - July 2012
JPMorgan Chase April 2010 - June 2011
Chase April 2008 - April 2010
Verizon Wireless January 2006 - April 2008
Education
Brooklyn College 2003 — 2010
Undergrad, English/Business Law
JPMorgan Chase September 2010 - Present
Adolutions Power Media November 2007 - August 2010
Worldwide Wealth Management February 2005 - October 2007
Skills
Leadership, Training, Management, Business Development, Sales, Project Management, Advertising, Customer Service, Human Resources, Customer Satisfaction, Operations Management, Accounting, Marketing, Social Media Marketing, Strategic Partnerships
Education
City University of New York-Brooklyn College 2007 — 2009
Business Administration, Marketing
City University of New York-Queens College 2005 — 2007
Corporate Finance, Accounting and Finance
New York City College of Technology 2001 — 2005
BBA, Marketing Management & Sale
Next Street September 2014 - Present
Next Street July 2013 - September 2014
Next Street February 2013 - July 2013
JP Morgan Chase March 2011 - February 2013
JPMorgan Chase June 2006 - March 2011
Skills
• Project..., • Small business credit..., • Series 6, Series 63,..., Credit, Loans, Sales, Banking, Customer Service, Customer Satisfaction, New Business Development, Small Business, Analysis, Entrepreneurship
Education
Brooklyn College
Bachelor's degree, Psychology
S&P Capital IQ May 2007 - Present
S&P Capital IQ January 2012 - December 2012
S&P Capital IQ May 2007 - December 2011
Citigroup Smith Barney November 2006 - May 2007
JPMorgan Chase June 2005 - November 2006
Citi January 2004 - June 2005
Haitian Enlightenment Literacy Project (H.E.L.P) January 1999 - December 2004
Skills
Fixed Income, Training, Salesforce.com, Finance, Research, Financial Services, Capital Markets, Equities, Banking, Management, Financial Markets, Portfolio Management, Financial Analysis, CRM, Market Data, Program Management, Teaching, Strategic Financial..., Microsoft Excel, Corporate Finance, Equity Research, Investments, Bloomberg, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Project Management
Education
University of Phoenix
Master of Business Administration
City University of New York-Brooklyn College
B.S, Business Management & Finance
Prime Clerk February 2014 - Present
Epiq Systems March 2013 - February 2014
Delta Air Lines January 2012 - March 2013
Merrill Lynch August 2011 - November 2011
JPMorgan Chase May 2006 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Customer Service, Data Entry, Banking, Finance, Accounting, Account Reconciliation, Accounts Payable
Education
Brooklyn College 2007 — 2011
Bachelor of Science (B.S.), Business Management and Finance
Citibank August 2015 - September 2015
Banco Bilbao Vizcaya Argentaria (BBVA) October 2014 - February 2015
JPM Chase June 2014 - September 2014
JPM Chase - November 2013 - April 2014
China Construction Bank October 2013 - October 2013
JPMorgan Chase June 2013 - July 2013
Citi August 2012 - June 2013
IPSA International May 2011 - August 2011
Thompson, Cobb, Bazilio and Associates, PC March 2010 - June 2010
Solomon Edwards Group LLC August 2009 - December 2009
Skills
Mutual Funds, Banking, Securities, AML, Financial Analysis, Fixed Income, Asset Managment, Equities, Accounting, Financial Services, Capital Markets, Investments, Financial Modeling, Portfolio Management, Account Reconciliation, KYC, Bloomberg, Bank Secrecy Act, Hedge Funds, Trading, Back Office, Asset Management, Finance
Education
City University of New York-Brooklyn College 1973 — 1978
Bachelor of Science, Accounting
City University of New York-Brooklyn College 1973 — 1978
Bachelor of Science, Accounting
JPMorgan Chase
Skills
Business, Time Management, Lotus Notes, Microsoft Excel, Banking, Analysis, Access, Finance, Visio
Education
City University of New York-Brooklyn College 2009 — 2011
Bachelor's degree, International Business
JPMorgan Chase September 2011 - November 2012
JPMorgan Chase September 2011 - November 2012
M&S Credit Solutions, Inc. April 2010 - March 2011
The Park Avenue Bank June 2009 - March 2010
Sovereign Bank 2008 - 2009
Washington Mutual Bank 2006 - 2008
Commerce Bank 2004 - 2005
Skills
Retail Banking, Sales Management, Bank Management, Sales, Banking Operations, Quality Control, Expert relationship..., merchandising, recruitment, business development, Complaint Handling &..., Retail Operations..., Account..., Customer Satisfaction..., Project Management, Home Lending Default..., Data Analysis and Entry, credit repair, debt consolidation, loan modifications, Financial Risk Analysis, Review & approve..., Oversaw client..., Assisted clients with..., Developed company..., Sales in home equity..., Negotiation with bank..., account and credit card..., Review of daily branch..., Develop new business..., Develop and manage..., Established and..., Reviewed daily and..., Monthly branch audits..., training of cross..., ability to identify..., Attended regular off..., utilized a hands on..., Customer Service..., Customer Acquisition, Referrals, processed cash..., Customer support, Supervising, Training of financial..., Business Calls to bring..., Exceed Sales Goals, Development of..., Manage a staff of over..., Staff Retention
Education
John Dewey High School 1990 — 1994
High School Diploma, Computer Science and Business
Brooklyn College
JPMorgan Chase April 2011 - Present
Citigroup 1990 - February 2008
Education
City University of New York-Brooklyn College
Kingsborough Community College
BNY Mellon September 2006 - Present
Just Food August 2012 - April 2013
Mayor's Alliance for NYC's Animals June 2010 - January 2011
Institute for Student Achievement October 2009 - April 2010
I Have a Dream Foundation - New York March 2009 - October 2009
Sadie Nash September 2007 - January 2008
City Limits June 2006 - September 2007
JPMorgan Chase 2003 - 2006
Independant Consultant November 1993 - March 2003
JPMorganChase 1998 - 2003
Education
New York University 1982 — 1985
Certificate, Business Analysis
City University of New York-Brooklyn College
BA, Philosophy
City University of New York-Hunter College
MA, Philosophy
BNY Mellon March 2011 - Present
Cowen and Company, LLC October 2005 - March 2011
JP Morgan Chase August 2002 - October 2005
JPMorgan Chase May 1999 - August 2002
Skills
Change Management, Alternative Investments, ITIL, Management, Project Management, Investment Banking, Hedge Funds, Business Continuity, Capital Markets, SDLC, Asset Managment, Trading, Compliance, IT Risk Management, Asset Management, Vendor Management, Securities, Equities, AML, Information Technology, Telecommunications, Surveillance, Fixed Income, IT Strategy, Financial Services, Equity Trading, Electronic Trading, Market Data, Risk Management
Education
City University of New York-Brooklyn College
BA, Economics
BNP Paribas August 2012 - Present
Barclays Capital October 2009 - August 2012
Barclays Capital October 2009 - August 2012
JPMorgan Chase July 2008 - June 2009
Brooklyn College August 2005 - June 2008
JPMorgan Chase June 2007 - August 2007
Moody's Investors Service June 2006 - August 2006
Food Change 2004 - 2004
JPMorgan Chase 2003 - 2003
Coro / Prep for Prep 2002 - 2002
Skills
Bloomberg, Excel, Microsoft Office, Spreadsheets, Equities, Fixed Income, Derivatives, Bonds, Options, Bloomberg Terminal, Structured Products, Back Office, Market Data, Customer Service, Reconciling, VBA, Securities, Customer Relations, Middle Office, Prime Brokerage, Credit Derivatives, Equity Derivatives, Fixed Income Products, Collateral Management, Commodities, CDS, Corporate Actions, Interest Rate..., Securities Lending, Alternative Investments, Microsoft Excel, Settlement, Market Risk, Financial Services, Investment Banking, FX Options, Trading, Trading Systems, Asset Management, Bank Reconciliation, Commodity
Education
City University of New York-Brooklyn College 2004 — 2008
B.S., Business, Management & Finance
Center for Employment Opportunities July 2015 - Present
Teach For America March 2014 - May 2015
Boys & Girls Club of Harlem January 2013 - March 2014
Non Profit Assistance Corp. June 2012 - December 2012
JPMorgan Chase September 2011 - May 2012
Prince Hall Grand Lodge January 2010 - December 2010
Columbia University November 2004 - October 2010
Communities In Partnership 1996 - 2010
American Diabetes Association August 2002 - October 2004
Harlem Congregations For Community Improvement March 2001 - August 2002
Skills
Fundraising, Community Outreach, Training, Public Speaking, Grant Writing, Staff Development, Nonprofits, Proposal Writing, Policy, Management, Recruiting, Project Management, Non-profits, Employee Training, Curriculum Development, Program Management, Contract Negotiation, Staff Supervision, Online Advertising, Relationship Mgmt, Program Development, Event Planning, Team Building, Leadership Development, Budgets, Strategic Planning, Event Management, Data Analysis, Leadership, Coaching, Higher Education, Volunteer Management, Research, Program Evaluation, Computers, Operations Management, Strategic Partnerships
Education
City University of New York-Brooklyn College 1993 — 1996
Masters of Science in Education (MSEd), Guidance and Counseling
City University of New York-Hunter College 1986 — 1991
BA, History
JPMorgan Chase November 2013 - Present
T-Mobile February 2011 - December 2013
T-Mobile August 2010 - February 2011
T-Mobile July 2008 - August 2010
Skills
Wordpress, Management, Sales, Direct Sales, Social Media Marketing, Social Networking, Marketing Strategy, Facebook, Social Media, Project Management, Advertising, Non-profits, Outlook, Leadership, Microsoft Office, HTML, Event Planning, Project Planning, Photography, Business Strategy, Access, Blogging, Photoshop, Customer Service, Marketing, Process Improvement, Pricing, Telecommunications, Email Marketing, Team Building, Event Management, Microsoft Word, Research, Marketing Communications, Team Leadership, Coaching, Spanish, Public Relations, Visio, Mac, Public Speaking, Strategic Planning, Customer Satisfaction, PowerPoint, Online Advertising, Microsoft Excel, Product Development, Graphic Design, Community Outreach, Recruiting
Education
City University of New York-Brooklyn College 2011 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Kingsborough Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management
Discover Financial Services December 2013 - Present
JPMorgan Chase May 2011 - May 2014
JP Morgan Chase September 2011 - May 2012
PSCH August 2009 - August 2011
multiplan inc November 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Customer Service, QuickBooks, Public Speaking, Access, Outlook, Financial Analysis, Research, Payroll, Team Building, Financial Reporting, Strategic Planning, Tax, Auditing, Data Analysis, Bookkeeping, Finance, Time Management, Analysis, Data Entry, Leadership, Spreadsheets, Internal Audit, Teamwork, Risk Management, GAAP, Visio, US GAAP, Peachtree, Statistics, Tax Preparation, Banking, Administration, Tax Accounting, Tax Returns
Education
Brooklyn College 2010 — 2011
Master of Science, Business Economics
City University of New York-Brooklyn College 2006 — 2009
BSc, Accounting
Sumitomo Mitsui Banking Corporation March 2015 - Present
JPMorgan Chase July 2013 - March 2015
Intesa Sanpaolo December 2010 - July 2013
First American International Bank October 2007 - December 2010
Skills
AML, Capital Markets, Financial Risk, Due Diligence, KYC, OFAC, Bank Secrecy Act, Analysis, Banking, Operational Risk, Management, Risk Management, Securities, Credit, Credit Risk
Education
City University of New York-Brooklyn College 2008 — 2014
Bachelors, Business management and finance
Kingsborough Community College 2005 — 2007
Associates, Business Administration
OnDeck August 2013 - Present
OnDeck August 2011 - August 2013
OnDeck April 2009 - August 2011
The Winter Group February 2005 - February 2009
JPMorgan Chase January 2003 - January 2005
Skills
Due Diligence, Credit, Loans, Mortgage Lending, Portfolio Management, Fixed Income, Transaction Management, Credit Analysis, Credit Risk, Valuation, Asset Management, Capital Markets
Education
Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Business Management and Science
State University of New York College at Oswego
iN DEMAND December 2013 - Present
JPMorgan Chase July 2009 - December 2013
VITA Program, State Senator Martin J. Golden’s Office February 2010 - April 2010
Closeout Connection February 2006 - July 2009
Skills
Sales, Teamwork, Accounting, QuickBooks, Financial Reporting, Financial Analysis, Account Reconciliation, Auditing, Financial Accounting, Accounts Receivable, Microsoft Excel, Accounts Payable, General Ledger, Access, PowerPoint, Financial Statements, Microsoft Word, Tax, Tax Preparation, Customer Service, Microsoft Office, Finance, Outlook, Analysis
Education
City University of New York-Brooklyn College 2009 — 2011
Bachelors, Accounting/Business&Finanace
Kingsborough Community College 2006 — 2009
Associates, Accounting
JPMorgan Chase June 2010 - April 2014
Skills
Customer Service, Customer Satisfaction, Sales, Finance, Problem Solving, Analytical Skills, Teamwork, Leadership, Complaint Handling and..., Foreign Languages, NYS Notary Public, Banking, Time Management, Insurance, Analysis, Risk Management, Data Entry, Outlook, Financial Services, Microsoft Excel, Microsoft Office, Financial Analysis, Loans, Microsoft Word, Investments, PowerPoint, Credit
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Finance and Business Management
Pixafy September 2012 - May 2015
uClick Media Inc May 2008 - September 2012
JPMorgan Chase August 1994 - July 2003
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Project Management, SQL, Program Management, Process Improvement, Vendor Management, IT Strategy, Visio, Real Estate Transactions, Integration, Databases, Scrum, Infrastructure, Quality Assurance, Management, Trading Systems, Technology Integration
Education
City University of New York-Brooklyn College
Computer Science
Prudential Financial 2006 - Present
Astoria Federal Savings 2002 - 2005
JPMorgan Chase 1998 - 2000
NatWest Bank USA 1993 - 1997
AON Consulting 1988 - 1993
Skills
Account Management, Disability Insurance, Financial Institutions, Insurance, Fixed Annuities, Underwriting, Long-term Care, Employee Benefits, Brokers, Life Insurance, Term Life Insurance, Financial Services, Health Insurance, Relationship Management, Vendor Management, Mutual Funds, Banking
Education
City University of New York-Brooklyn College
B.A., Economics, Marketing
New York Institute of Technology
M.B.A., Marketing, Management
SNS Staging January 2013 - Present
JPMorgan Chase November 2011 - Present
PSAV September 1999 - Present
KVL Audio Visual Services July 2009 - Present
Southern Audio Visual September 2009 - Present
ARAMARK 2010 - June 2013
Jumeirah Group / Jumeirah Hotels & Resorts 2006 - 2012
Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2006
Skills
Power Point, Word,..., , Adobe Premier,..., , Peak Bais, Adobe..., Projection, Ableton Live, Presentations, AV, Live Sound, Corporate Events, Lighting, Hospitality, Projectors, Live Events, Video, Production Managment, Stage Lighting, Video Conferencing, Sound Reinforcement, Television, Hotels, Stage Management, Professional Audio, Audio Engineering, Sound Design, FOH, Audio Visual Support, Lighting Design, Microphones, Technical Direction, Recording, Audio Editing, Sound, Production Management
Education
Brooklyn College 1994 — 1995
Kingsborough Community College 1989 — 1991
Associate of Liberal Arts
Nazareth Regional H.S. 1985 — 1989
Liberal Arts
Santander Bank, N.A. June 2015 - Present
JPMorgan Chase September 2011 - February 2015
JPMorgan Chase May 2009 - September 2011
RadioShack October 2001 - May 2008
Skills
Business Planning, Banking, Small Business, Leadership Development, Business Strategy, Business Development, Community Outreach, Brand Development, Management Consulting, Biblical Teaching, Youth Mentoring, Youth Development, Youth Ministry
Education
Brooklyn College
Bachelor of Science (BS), BUSINESS MANAGEMENT AND FINANCE
Katherine Gibbs School 2002 — 2004
COMPUTER NETWORKING, COMPUTER ADMISTRATION AND NETWORKING
US Navy Reserve 2002 - Present
JPMorgan Chase April 2013 - June 2014
Battelle 2011 - 2013
U.S. Department of Energy, OIG January 2009 - April 2011
Skills
Security Clearance, Intelligence Analysis, Operational Planning, DoD, Information Assurance, Counterterrorism, Physical Security, National Security, Military, Navy, Homeland Security
Education
Saint John's University
MPS, Criminal Justice Leadership
City University of New York-Brooklyn College
Master of Arts (MA), Sociology
Board of Equalization December 1999 - Present
John Wesley United Methodist Church October 2008 - January 2011
JPMorgan Chase October 1990 - July 1998
Skills
Music, Accounting, Weddings, Piano, Microsoft Word, PowerPoint, Microsoft Excel, Teaching, Theory, Singing, Analysis, Auditing, Training, Outlook, Event Planning, Microsoft Office, Editing, Customer Service, Strategic Planning, Financial Reporting, Financial Analysis, Project Management, Financial Modeling, Process Improvement, Accounts Receivable, Team Leadership, Conducting, Business Analysis, Administration
Education
City University of New York-Brooklyn College 1996 — 1999
BSc, Accounting, with CPA requirements
University of the West Indies Mona 1986 — 1990
BSc, Zoology, Chemistry
Belair High School 1979 — 1984
O' Levels, Sciences
JPMorgan Chase May 1994 - Present
LMF Computer Consulting January 1997 - Present
Smith Barney Shearson 1992 - 1994
AEGIS 1990 - 1991
Skills
SDLC, Program Management, Project Portfolio..., Vendor Management, Software Documentation, Project Management, Outsourcing, IT Strategy, Management, Risk Management, Business Process..., Software Development, Business Analysis, IT Management, PMO, Leadership, Data Center, Infrastructure, Information Technology, Enterprise Architecture, Disaster Recovery, Business Continuity, PMP, Integration, ITIL, Process Improvement, Change Management, IT Service Management, IT Operations, Training, Architectures, Software Project..., Testing, Security, Governance, Requirements Analysis, Enterprise Software, System Deployment, Project Delivery, Requirements Gathering, Resource Management, SharePoint, Incident Management, Cross-functional Team..., Financial Services, Business Requirements, Systems Analysis, System Administration, Service Delivery, Business Process
Education
Brooklyn College 1983 — 1988
BS, Computer Science and Information Studies
South Shore HS 1979 — 1983
HS Diploma
Bank of New York August 2013 - Present
BNY Mellon February 2005 - August 2013
JPMorgan Chase August 2000 - January 2005
Skills
SDLC, Fixed Income, Software Documentation, Bloomberg, Banking, Securities, Testing, Structured Finance, Financial Markets, Collateral Management, Loans, Requirements Gathering, Requirements Analysis, Financial Risk, Relationship Management, SQL
Education
Pace University 2002 — 2007
Master of Business Administration (MBA)
Brooklyn College 1996 — 2000
BS
Wells Fargo December 2013 - Present
JPMorgan Chase June 1983 - December 2012
Bear Stearns June 1983 - July 2007
BEAR STEARNS 1983 - 2007
Skills
Securities, Fixed Income, Bloomberg, Settlement, Prime Brokerage, Equities, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Bonds, Options, Trading Systems, Swaps, Trading, Equity Derivatives, Credit Derivatives, Structured Products, Derivatives, Back Office, Electronic Trading, Series 7, MBS
Education
City University of New York-Brooklyn College 1978 — 1982
BA, ECONOMICS
CitiGroup September 2012 - Present
JPMorgan Chase May 2009 - August 2012
City Of New York. FISA(Financial Information Service Agency) August 2007 - March 2009
Skills
Manual Testing, SDLC, STLC, QTP, Quality Center, LoadRunner, Selenium, C#, WPF, SQL, Oracle, Java, Visual Basic, Unix
Education
Brooklyn College 1995 — 2000
Bachelor's degree, Computer Science
Institute of Printing and Publishing, St. Petersburg, Russia 1992 — 1994
FreshDirect June 2008 - July 2012
FreshDirect February 2005 - June 2008
FreshDirect February 2002 - February 2005
Across 110th St. Kitchen June 2000 - December 2001
JPMorgan Chase January 1995 - June 2000
Skills
Kronos, SAP, Theotek, Inventory Management, Employee Benefits, Employee Relations, Human Resources, Operations Management, Management, Supply Chain Management, Process Improvement, Workforce Planning, Analysis, Labor Relations, Continuous Improvement, Microsoft Excel, Food, Supply Chain, Forecasting, Recruiting, Distribution Center..., Employee Training, Purchasing, Strategic Planning, Leadership, Inventory Control, Warehousing, Team Leadership, Cross Functional Team..., Conflict Resolution
Education
Brooklyn College 1985 — 1990
Psychology
Franklin D. Roosevelt HS 1982 — 1985
DaVinciTek April 2015 - Present
Celgene September 2013 - March 2015
Millennium Partners March 2001 - July 2013
Greenwich Capital October 1999 - March 2001
JPMorgan Chase 1999 - 2001
Union Bank of Switzerland April 1996 - November 1997
The Mount Sinai Hospital June 1995 - April 1996
Skills
Trading Systems, Fixed Income, Market Data, Disaster Recovery, Vendor Management, Equity Derivatives, Data Center, Electronic Trading, Infrastructure, Derivatives, Financial Markets, Management, Bloomberg, Hedge Funds, Low Latency, Prime Brokerage, Portfolio Management, Equity Trading, Integration, Equities, Investment Banking, IT Strategy, Options, Statistical Arbitrage, Enterprise Architecture, Trading, Middle Office, Asset Management, Business Analysis, Capital Markets, Alternative Investments
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Western Connecticut State University February 2013 - Present
IBM April 1994 - February 2013
Bankers Trust April 1993 - April 1994
JPMorgan Chase October 1986 - November 1991
Skills
Software Project..., Vendor Management, Solution Architecture, IT Management, Websphere, Software Development, Program Management, Business Analysis, SOA, Portals, Disaster Recovery, Project Management, Change Management, IT Strategy, Requirements Analysis, Agile Methodologies, DB2, Integration
Education
Brooklyn College 1978 — 1983
Bachelor of Arts (B.A.), Economics and Computer Science
Lafayette High School 1976 — 1978
Guardian Life Insurance 2007 - Present
JPMorgan Chase 1985 - 2006
Skills
Budgets, Securities, Accounting, Finance, Investment Banking, Financial Modeling, Trading, Series 7, Financial Markets, Financial Analysis, FINRA, Business Analysis, Risk Management
Education
Brooklyn Preparatory School
City University of New York-Brooklyn College
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
US Department of Education Office of Inspector General September 2009 - Present
U.S. Department of Education 2009 - Present
Fordham University October 2007 - July 2008
Stella Maris July 2004 - June 2008
Queens College May 2004 - October 2007
JPMorgan Chase 2000 - 2004
Skills
Event Planning, Coaching, Research, Social Media, Community Outreach, Strategic Planning, Basketball, Athletics, Leadership, Microsoft Excel, Nonprofits, Event Management, Social Networking, Staff Development
Education
City University of New York-Brooklyn College 2005 — 2008
MS, Sports Management
Queens College 2000 — 2004
BA, Economics & Sociology
Argosy University Chicago
Doctor of Education (Ed.D.), Organizational Leadership
Voya Investment Management (Formerly ING U.S. Investment Management: Rebranded May 2014) April 2014 - Present
ING Investment Managment October 2013 - April 2014
American Express May 2012 - October 2013
BlackRock September 2007 - March 2012
Citigroup 2002 - 2007
JPMorgan Chase 2001 - 2002
Prudential Securities 2000 - 2001
Next Jump 1999 - 2001
Deutsche Bank 1997 - 1999
Skills
Compensation, Quantitative Analysis, HR Policies, Organizational..., HR Strategy, Employee Engagement, Workforce Planning, Salary, Job Descriptions, HR Consulting, Executive Compensation, Job Evaluation, Qualitative Research, Incentive Programs, Quantitative Modeling, Quantitative Research, Deferred Compensation, Quantitative Analytics, Executive Pay, Personnel Management, Compensation Structures, Employee Benefits, Human Resources, Recruiting, Compensation & Benefit, Compensation, Mergers, Strategy
Education
New York University - Polytechnic School of Engineering
MS
Polytechnic University 1992 — 1994
Bachelor's degree
City University of New York-Brooklyn College
Public School
JPMorgan Chase June 2013 - Present
Skills
SDLC, Market Data, Equities, Fixed Income, Financial Services, Trading Systems, Business Analysis, Risk Management, Vendor Management, Software Project..., Investment Banking, Trading, Software Development, Options, Middle Office, Capital Markets, SQL, Management, Mutual Funds, Finance, Project Management, Commodity, Visio, Bloomberg, Unix, Requirements Analysis, Requirements Gathering, Financial Markets, User Acceptance Testing, Business Requirements, Securities, Integration
Education
City University of New York-Brooklyn College 1994 — 1998
BS, Computer Science
KTRP, Kiev, Ukrane 1984 — 1988
BS, Computers and electronics
BNP Paribas May 2013 - Present
JPMorgan Chase October 2012 - April 2013
FactSet July 2010 - October 2012
Clayton Holdings July 2007 - July 2010
Intuit July 2000 - July 2007
Skills
C#, Microsoft SQL Server, .NET, ASP.NET, ASP.NET MVC, WPF, T-SQL, Web Applications, Agile Methodologies, Software Development, SDLC, Web Services
Education
City University of New York-Brooklyn College 2002 — 2007
Bachelor of Science (BS), Computer Science
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
JP Morgan Chase Project Manager - HR TechnologyJPMorganChase
JPMorgan Chase 2000 - 2008
Education
City University of New York-Brooklyn College 1978 — 1982
Alliance Bernstein April 2015 - Present
AllianceBernstein June 2007 - Present
JPMorgan Chase March 1990 - June 2007
JPM Chase 1990 - 2007
JPMorgan 1990 - 2006
Education
City University of New York-Brooklyn College
Citigroup 2008 - 2008
JPMorgan Chase 1984 - 2007
Skills
Risk Management, Vendor Management, Data Center, IT Strategy, SDLC
Education
City University of New York-Brooklyn College 1970 — 1974
J.P. Morgan Asset Management September 2015 - Present
JPMorgan Chase September 2014 - September 2015
HarperCollins Publishers 2012 - September 2014
Chartis Insurance AIG 2011 - 2012
UBS Wealth Management (WMA IT, Banking Products) 2006 - 2010
ABN AMRO 2003 - 2005
Deutsche Bank 1998 - 2003
Skills
Financial Analysis, Capital Markets, Fixed Income Analysis, Derivatives, Regulatory Compliance, Financial Economics, Financial Risk, Portfolio Management, Financial Accounting, Risk Management, Banking, Financial Services, Leadership, Finance, Equities, Microsoft Excel, SQL, Business Development
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Stevens Institute of Technology 2007 — 2010
MS, Information Management - MIS Program
City University of New York-Brooklyn College 1998 — 2003
BS, Computer Science
Prudential September 2010 - October 2012
JPMorgan Chase April 2003 - December 2007
JP Morgan Chase 1981 - 2007
JPMorgan Chase March 1996 - April 2003
Skills
VPN, Vendor Management, Risk Management, Disaster Recovery, Financial Services, SDLC, Business Analysis, Program Management, Offshoring, IT Strategy, IT Management, PMO, Banking, PMP, Business Continuity
Education
The New School 1974 — 1977
MA, Psychology
City University of New York-Brooklyn College 1972 — 1974
BA, Social Sciences
City University of New York-College of Staten Island 1970 — 1972
AA, Social Sciences
PB Health Coaching August 2013 - Present
PSB Constellation Inc. January 2012 - Present
BlackRock 1999 - August 2012
Bankers Trust 1996 - 1998
JPMorgan Chase 1994 - 1996
Independence Community Bank 1992 - 1994
Independence Community Bank 1988 - 1992
Skills
Real Estate Economics, CMBS, MBS, Loans, Syndications, Finance, Mortgage Lending, CDO, High Yield, Structured Finance, Hedge Funds, Alternative Investments, Fixed Income, Cash Management, CLO, Internal Audit, FX Trade Settlements, Corporate Actions
Education
NYREI 2012 — 2012
NY State Real Estate Sales Person Course Certificate, Real Estate Sales, Passing
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
City University of New York-Brooklyn College 1988 — 1992
BS, Finance
City University of New York-College of Staten Island 1985 — 1988
bs, Finance
JPMorgan Chase 2006 - 2007
Education
City University of New York-Brooklyn College
Enterprise Holdings Inc. February 2005 - January 2014
Morgan Stanley August 2003 - October 2004
AllianceBernstein May 2001 - July 2003
UBS PaineWebber March 2001 - April 2001
JPMorgan Chase December 1999 - January 2001
citibank 1998 - 1999
Royal Alliance Associates INC 1997 - 1998
Skills
Customer Service, Operations Management, Inventory Management, Automotive, Risk Management, Budgets, Sales Management, Customer Satisfaction, Marketing, Team Building, Profit, Customer Retention, Account Management, Training, Leadership, Management
Education
City University of New York-Brooklyn College 1991 — 1995
BA, Television & Radio Communication and Production
Kingsborough Community College 1989 — 1991
Radio Broadcast management, Radio Communications
JPMorgan Chase September 2012 - Present
Milbank, Tweed, Hadley & McCloy LLP (New York, NY) 2004 - September 2012
Skills
Internal Investigations, Government..., Regulatory Enforcement, Banking Regulation, Securities Regulation, Consumer Finance, Consumer Protection Law, Commercial Litigation, Employment Law, Corporate Governance, Legal Writing, Legal Research
Education
Fordham University School of Law 2001 — 2004
Juris Doctor, Cum Laude
Brooklyn College 1996 — 2000
Bachelor of Arts (B.A.), Cum Laude
St. Saviour High School
JPMorgan Chase September 2011 - Present
JPMorgan Chase July 2011 - Present
Skills
Portfolio Management, Asset Management, Equities, Investments, Fixed Income, Asset Managment, Hedge Funds, Mutual Funds, Derivatives, Alternative Investments, Securities, Capital Markets, Bloomberg, Series 7, Financial Modeling, Trading
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), English Language and Literature, General
Barclays May 2011 - Present
ABG Sundal Collier May 2005 - August 2010
HSBC 2004 - 2005
Russell Investments May 2003 - August 2004
JPMorgan Chase May 1999 - September 2002
Skills
Valuation, Fixed Income, Corporate Finance, Emerging Markets, Series 7, Series 63, Equity Valuation, Financial Analysis, Financial Markets, Securities
Education
City University of New York-Brooklyn College
JPMorgan Chase May 2011 - Present
Education
City University of New York-Brooklyn College 1996 — 2001
Countrywide Home Loans November 2004 - Present
JPMorgan Chase 1998 - 2004
JPMChase 1998 - 2004
Education
City University of New York-Brooklyn College 1976 — 1981
City University of New York-Brooklyn College 1976 — 1981
Pol Sci, General
Bank of America Corp May 2012 - Present
JPMorgan Chase November 1987 - May 2012
Education
Brooklyn College
BS Accounting
Long Island University
MBA, Finance
Neuberger Berman August 2010 - Present
JPMorgan Chase April 2003 - January 2005
Education
City University of New York-Brooklyn College 1994 — 1999
AXA Tech May 2011 - Present
AXA Technologies Shared Services May 2011 - Present
TD Bank Group August 2010 - April 2011
JPMorgan Chase July 2005 - October 2009
JPMorganChase 1985 - 2009
Chase Manhattan Bank 1985 - 2009
JPM Chase - GTI May 2002 - May 2005
JPM Chase - Investor Services May 1999 - May 2002
JPM Chase - Investor Services August 1997 - May 1999
JPM Chase - Investor Services February 1994 - August 1997
Skills
Project Management, Software Development, Program Management, SDLC, Product Management, Process Improvement, Trading Systems, Enterprise Architecture, IT Strategy, IT Management, Business Analysis, PMO, Vendor Management, SQL, Enterprise Software, Software Project..., Visio, Leadership, Project Portfolio..., PMP, Requirements Analysis
Education
City University of New York-Brooklyn College
BS, Computer Information Science
Capital One November 2014 - Present
JPMorgan Chase January 2007 - November 2014
PSNY DISTRIBUTORS April 2002 - December 2006
Skills
Banking, Investments, Mortgage, Customer Relations, Loans, Wealth Management, Mortgage Lending, Mutual Funds, Customer Service, Credit Cards, Series 63, Mortgage Banking, Customer Satisfaction, Management, Coaching
Education
City University of New York-Brooklyn College 1998 — 2002
Regal Consulting 2002 - 2013
JPMorgan Chase November 1971 - November 2001
JP Morgan 1971 - 2001
JP Morgan Chase 1971 - 2001
Skills
Software Project..., Cross-functional Team..., Treasury Management, Banking, Program Management, Business Process..., Business Analysis, Product Management
Education
City University of New York-Brooklyn College 1960 — 1964
Ben-Lin Associates January 2002 - Present
JPMorgan Chase November 1968 - December 2001
Education
City University of New York-Brooklyn College 1974 — 1976
JPMorgan Chase March 2002 - Present
Sunrise Securities June 1999 - January 2001
Education
City University of New York-Brooklyn College 1995 — 1999
Brooklyn Technical High School 1991 — 1995
HS Diploma
JPMorgan Chase
Skills
Risk Management, Team Building, IT Management, Vendor Management, Disaster Recovery, ITIL, IT Strategy, IT Service Management, Strategic Planning, Process Improvement, Business Process..., Performance Management, Operations Management, Business Continuity, Service Delivery, IT Operations, Business Process
Education
City University of New York-Brooklyn College 1982 — 1984
Bachelor of Arts (BA)
Kingsborough Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.)
Daiwa Capital Markets October 2012 - Present
IFS/State Street September 2008 - October 2012
Lehman Brothers May 2008 - September 2008
JPMorgan Chase July 2005 - March 2008
Lehman Brothers -> Barclays Capital 2008 - 2008
JP Morgan Chase & Co 2005 - 2008
Prudential Financial April 1999 - August 2005
Prudential 1999 - 2005
Moodys Investor Services July 1991 - April 1999
Mitsui OSK Lines 1989 - 1991
Skills
Unix, Sybase, Microsoft SQL Server, Shell Scripting, Replication, Data Warehousing, Performance Tuning, Solaris, SQL Tuning, Disaster Recovery, Data Modeling, Unix Shell Scripting, ETL, Autosys, Database Design
Education
Brooklyn College 1973 — 1977
BS, Computer and Information Sciences, General
E*TRADE Financial Corporation February 2015 - Present
Santander Bank, N.A. August 2013 - February 2015
State Farm 2010 - 2013
AXA Equitable January 2009 - December 2010
JPMorgan Chase January 2006 - December 2009
E1 Asset Management January 2004 - January 2006
Skills
Finance, Portfolio Management, Banking, Risk Management, Investments, Strategy, Customer Service, Loans, Training, Retirement Planning, Series 7, Series 63, Management, Financial Services, Sales, Asset Allocation, Investment Strategies, Retirement, Project Planning, New Business Development, Negotiation, Estate Planning, Mutual Funds
Education
City University of New York-Brooklyn College 2004 — 2008
Bachelor's degree, Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor of Science, Business Management and Finance
State University of New York College at Old Westbury
State University of New York College at Old Westbury
University at Albany, SUNY
JPMorgan Chase 1997 - 2007
ANDERSON Consulting 1996 - 1997
Skills
Requirements Gathering, SDLC, Project Management, Business Analysis, PMP
Education
Brooklyn College
AppleTree Advisors Inc. August 2013 - Present
Globe Specialty Metals September 2008 - August 2013
AppleTree Advisors Inc. December 1999 - August 2008
Wand Partners July 1992 - December 1999
M&T Bank June 1991 - June 1992
JPMorgan Chase July 1990 - May 1991
Goldman Sachs September 1986 - June 1990
Deloitte September 1982 - August 1986
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, IFRS, Due Diligence, Variance Analysis, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Finance and operations
City University of New York-Brooklyn College 1978 — 1982
Bachelor of Science (BS), Accounting
JPMorgan Chase July 2000 - Present
Skills
Commercial Banking, Banking, KYC, Financial Risk, Business Analysis, Customer Service, Microsoft Office, Leadership, Management, Public Speaking, Marketing
Education
CUNY New York City College of Technology 2000 — 2005
Associate's Degree, Microcomputer Science
City University of New York-Brooklyn College
BS, Business, Finance and Management
Morgan Stanley August 2013 - Present
Nomura Securities August 2011 - August 2013
Citi February 2010 - August 2011
Barclays Capital March 2009 - February 2010
Merrill Lynch November 2006 - September 2009
UBS Investment Bank July 2006 - November 2006
JPMorgan Chase March 2006 - July 2006
MarketAxess August 2005 - March 2006
Goldman Sachs September 2003 - August 2005
JPMorgan Chase 2000 - 2003
Skills
Fixed Income, Electronic Trading, Management, Credit Derivatives, Spring, Agile Methodologies, Java, Eclipse, SQL, Financial Services, Databases, JMS, Multithreading, Distributed Systems, Perl, Object Oriented Design, Exchange Connectivity, Oracle, Core Java, SDLC, Derivatives, Interest Rate..., Sybase, Capital Markets, Market Data, Trading Systems, Business Analysis, Low Latency, Investment Banking, Prime Brokerage, SOA, Unix Shell Scripting, Reference Data, XML, ION Marketview, TIBCO, TIBCO Rendezvous
Education
City University of New York-Brooklyn College 1998 — 2002
BS, CIS
JPMorgan Chase Instructional DesignerChase Manhattan Bank1995 - Present
JPMorgan 2003 - 2005
The Chase Manhattan Bank 1997 - 1999
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Accounting
MorganStanley April 2003 - Present
JPMorgan Chase 1994 - 2003
Skills
Electronic Trading, Fixed Income, Trading Systems, Market Data, Derivatives, Low Latency, Prime Brokerage, Sybase, Interest Rate Swaps, FX Options, Trading, Equity Derivatives, Financial Risk, Interest Rate..., Risk Management, Equities
Education
Rutgers University
Master of Business Administration (MBA)
University of Southern California
Master's degree, Computer Science
City University of New York-Brooklyn College
Bachelor's degree, Computer Science
TIAA-CREF November 2012 - Present
Citigroup April 2010 - November 2012
Citigroup September 2006 - March 2010
JPMorgan Chase October 1986 - December 2005
Skills
Certified Project..., PMO, Project Management, Management, Data Governance, SDLC, Project Portfolio..., PMP, Project Delivery, Business Intelligence, Data Management, Governance, Program Management, Risk Management, Business Analysis, Business Continuity, Business Process..., Business Process..., Business Transformation, Communications..., Data Center, Data Warehousing, Disaster Recovery, Enterprise Architecture, IT Management, IT Strategy, Integration, Management Consulting, Managerial Finance, Process Improvement, Requirements Analysis, Software Project..., Vendor Management
Education
City University of New York-Brooklyn College 1972 — 1974
B.A., Computer Science
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
McGraw Hill Financial July 2014 - Present
Time Inc. June 2013 - July 2014
Time Inc. October 2011 - June 2013
AIG May 2010 - October 2011
AIG July 2008 - May 2010
AIG June 2006 - July 2008
AIG December 2003 - June 2006
JPMorgan Chase January 2001 - December 2003
JPMorgan Chase September 1999 - December 2000
Skills
Market Pricing, Job Evaluation, PeopleSoft, Compensation, Job Descriptions, Executive Compensation, HRIS, Incentive Programs, Deferred Compensation, Human Resources, Benefits Administration, Employee Benefits, Executive Pay, Onboarding, Succession Planning, Talent Management
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Business Management & Finance
AXCESS, INC October 2008 - Present
Axcess Incorporated October 2008 - October 2012
Midwood Chayim Aruchim December 2002 - October 2008
JPMorgan Chase October 1996 - December 2002
JPMorgan Chase September 1996 - December 2002
Morgan Stanley Smith Barney September 1992 - September 1996
Smith Barney Shearson, New September 1992 - September 1996
Hanover Trust June 1989 - September 1992
CBS Record Incorporated November 1987 - June 1989
Skills
Mainframe, VSAM, COBOL, Databases, CICS, JCL, SQL, DB2, IMS DB/DC, Program Management, Programming, Financial Analysis, Security, Teamwork, Time Management
Education
Brooklyn College 1985 — 1987
BS, Computer Science
Brooklyn College 1985 — 1987
B.S, Computer science
Congregation Beth Elohim August 2013 - Present
Brooklyn Academy of Music 2010 - August 2013
Brooklyn Academy of Music 2007 - 2010
Brooklyn Academy of Music 2003 - 2007
Brooklyn Academy of Music 2002 - 2003
JPMorgan Chase 2001 - 2002
Skills
Non-profits, Non-profit..., Event Planning, Tessitura, Arts Administration, Budget, Research, Editing, Microsoft Excel, Microsoft Word, Financial Reporting, Budgets, Fundraising, Interior Design, Style Consulting, Event Management, Nonprofits, Performing Arts, Volunteer Management, Social Media, Theatre
Education
City University of New York-Brooklyn College 2009 — 2011
BA, Art History
Capco Inc. December 2013 - Present
Bank of America August 2013 - December 2013
Lloyds Banking Group July 2012 - June 2013
EMC Corporation July 2010 - December 2011
JetBlue Airways March 2009 - October 2009
JPMorgan Chase May 1997 - January 2009
JPMorgan Chase 1997 - 2009
IBN Limited January 1996 - January 1997
IBN LTD. January 1992 - January 1996
Skills
Requirements Analysis, Resource Management, Test Planning, Testing, Test Strategy, User Acceptance Testing, SDLC, Quality Center, MS Project, Banking, Agile, Test Director, Test Management, Business Requirements, Gap Analysis, System Testing, Test Cases, Project Planning, Team Leadership, Process Improvement, Documentation, Software Quality..., Team Building, Software Documentation, Agile Methodologies, Defect Tracking, Staff Management, Vendor Management, Management, PMO, Requirements Gathering, Test Automation, Integration, Regression Testing, Manual Testing, Performance Testing, Databases, Release Management, Software Project..., CRM, Agile Testing, QTP, SharePoint, Visio, Web Services, Business Analysis, PMP, Data Warehousing, Agile Project Management, JIRA
Education
City University of New York-Brooklyn College 1978 — 1980
IT Management
BlackRock June 2013 - Present
Morgan Stanley May 2010 - June 2013
Morgan Stanley April 2006 - April 2010
JPMorgan Chase October 2003 - April 2006
New York Life March 2000 - October 2003
The Bank of New York 1998 - 2000
Skills
Java, SQL, Unix Shell Scripting, SDLC, Perl, Electronic Trading, Project Management, Software Project..., Spring, C++, Fixed Income, Risk Management, Trading, Performance Tuning, Software Development, Financial Risk, Financial Services, Trading Systems, Derivatives, Credit Derivatives, Credit, Business Intelligence, Linux, Financial Reporting, Concurrent Programming, Market Data, Scalable Architecture, J2EE Application..., Sybase, Testing, Counterparty Risk, Global Regulatory..., DB2, XML, Databases, Management
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Management Information Systems
New York University - Polytechnic School of Engineering 1995 — 1999
BS, Computer Science
Wells Fargo Securities August 2009 - Present
JPMorgan Chase November 2004 - August 2008
DC Direct 2002 - 2003
Digitas 2001 - 2002
Skills
Business Process, Management, Six Sigma, SDLC, Vendor Management, Business Analysis, Risk Management, Banking, PMO, Project Management, Process Improvement, PMP, Financial Services, Leadership, Program Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
City University of New York-Brooklyn College
BS, Dance
Lord Abbett May 2005 - Present
Credit Suisse First Boston 2003 - 2005
JPMorgan Chase January 2002 - April 2003
Skills
Asset Managment, Asset Management, Bloomberg, Financial Services, Fixed Income, Investments, MBS, Mutual Funds, Securities, Equities, Financial Analysis, Derivatives
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelors, Business Management Finance
Barclays Investment Bank June 2012 - September 2013
New York Staffing Servicing Inc June 2010 - 2010
J.P May 2005 - January 2009
JPMorgan Chase May 1989 - December 2008
Global Technology Infrastructure November 2002 - March 2004
Internet Management Group/Chase January 2000 - January 2002
Education
Brooklyn College 1995 — 1999
Business Administration
Brooklyn College
In Progress, Business Administration
Brooklyn College
Business Administration
Consulting & Services
JPMorgan Chase April 2014 - Present
Bank of America February 2012 - April 2014
Bank of America April 2010 - February 2012
Deloitte & Touche March 2006 - April 2010
Office of the City Clerk of New York November 2004 - March 2006
Skills
Databases, Distributed Systems, Programming, Algorithms, Fixed Income, Capital Markets, Financial Modeling, WPF, Investment Banking, Bloomberg, Structured Finance, Financial Analysis, .NET, MSIL, C#, WCF, AMPS, Asynchronous
Education
Columbia Engineering 2005 — 2008
M.S., Computer Sience - Computer Vision
City University of New York-Brooklyn College 2001 — 2005
B.S., Computer Science, Math
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
BOC Capital February 2013 - Present
JPMorgan Chase October 2011 - December 2011
JP Morgan Chase September 2007 - December 2009
CRUCIAL Human Services Center June 2004 - January 2007
Workforce Development Consortium December 2001 - June 2004
New York Public Library January 1998 - August 1999
Skills
Process Improvement, Risk Management, Financial Modeling, Financial Analysis, SDLC, Business Analysis, Access, Policy, Management, Training, Business Process..., Business Planning, Start-ups, Software Documentation, Program Management
Education
Brooklyn College 2010 — 2013
Bachelor of Science (B.S.), Public Accounting (CPA Eligble) & Business Management Finance, 3.83 GPA
Investment Banking Institute 2012 — 2012
Intensive Financial Model and Valuation Training
JJS May 2010 - Present
JPMorgan Chase March 2000 - May 2010
New York Methodist Hospital March 1998 - March 2000
Staples January 1997 - March 1998
Genovese Drug Store June 1993 - January 1997
Genovese Drug Stores July 1988 - June 1993
Skills
Analysis, Financial Analysis, Financial Risk, Microsoft Excel, Banking, Customer Service, Risk Management, Credit, Securities, Fixed Income, Investments, Management, Capital Markets, Credit Analysis, Leadership, Team Building, Hedge Funds, Mutual Funds, Financial Services, Cash Management, Equities
Education
City University of New York-Brooklyn College 1989 — 1994
Bachelor’s Degree, Communication and Media Studies
International Railroad Supply November 2009 - June 2011
Beazley July 2007 - August 2008
UBS Investment Bank October 2006 - May 2007
Morgan Stanley September 2005 - August 2006
St. Luke's Roosevelt Hospital Center August 2002 - August 2005
JPMorgan Chase February 1998 - August 2002
Skills
Documentum, Outlook, Microsoft Office, Turret Phone System, Harvard Graphics, Photoshop, Adobe Acrobat, Concur, Pedegrine Systems..., AE Traveler, Garage Sale, Channel Advisor, Authorize.net, Access, Administration, Administrative..., Customer Relations, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Research, Travel Arrangements
Education
City University of New York-Brooklyn College 2012 — 2013
Liberal Arts and Sciences/Liberal Studies
EverBank May 2012 - Present
MetLife Bank November 2009 - May 2012
Bank of America November 2004 - November 2009
Countrywide Home Loans 2004 - 2009
JPMorgan Chase 1998 - 2004
Eastern Savings Bank 1987 - 1988
First Federal Savings & Loan Association 1986 - 1987
Midlantic Home Mortgage 1985 - 1986
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, Credit Risk, Risk Management, FHA, Credit, Due Diligence, Mortgage Servicing, Credit Analysis, Underwriting, Banking, Loss Mitigation, Loan Servicing, Financial Risk, Portfolio Management, Consumer Lending, Relationship Management, Commercial Lending, Retail Banking, Real Estate Economics, Real Estate Financing, Capital Markets, Finance, Financial Services, Funding, Operational Risk, Mortgage Underwriting, Cross Selling, Small Business Lending, Commercial Banking, Financial Structuring, FHA financing, Investments, Construction Loans, Home Equity Loans, Reverse Mortgages, Securitization, USDA, Home Equity, Government Loans, Wholesale Lending, FHLMC, Fraud, VA loans, Home Equity Lines of..., AML
Education
Brooklyn College 1976 — 1981
Bachelor of Arts, Politcal Science and TV Radio
City University of New York-Brooklyn College 1976 — 1981
BA, Politcal Science / TV Radio
JPMorgan Chase April 2005 - Present
Standard & Poor's March 2003 - April 2005
Quick & Reilly November 2000 - March 2003
Pfizer August 1997 - November 2000
Education
Brooklyn College 1992 — 1995
Accounting and Computer Science
Saint Petersburg Institute of Trade and Economics 1986 — 1991
BS, Economics
Freelance November 2011 - Present
Integrated Financial Services, Inc September 2013 - May 2015
Braverman CPA February 2010 - December 2011
JPMorgan Chase August 2007 - June 2010
Skills
Bookkeeping, Tax Preparation, Customer Service, Microsoft Excel, Account Reconciliation, Accounts Receivable, Microsoft Office, Microsoft Word, Spreadsheets, Cash, Accounting, Deposits, Outlook, Excel, Word, Credit
Education
City University of New York-Brooklyn College 2005 — 2010
Bachelor of Science (B.S.), Accounting and Business/Management
Hofstra University 2004 — 2005
JPMorgan Chase December 2013 - Present
JPMorgan Chase Bank June 2007 - December 2013
National Housing Trust September 2004 - November 2004
Skills
Risk Compliance, Corporate Finance, Accounting, Finance, Project Management, Employee Engagement, Time Management, Microsoft Excel, PowerPoint, Human Resources, Microsoft Word, Analysis, Management, Team Building, Customer Service, Employee Relations, Microsoft Office, Leadership, Financial Risk, Banking, Risk Management
Education
City University of New York-Brooklyn College 2007 — 2013
Business Adminstrative BBA, Human Resources Management/Personnel Administration, General, (Human Resource Management )
JPMorgan Chase August 2007 - Present
Welcom Wagon February 2004 - September 2007
NBTY September 2005 - July 2007
MetLife July 2000 - December 2003
The Chase Manhattan Bank September 1997 - July 2000
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Computer and Information Science
Southern Wine and Spirits September 2005 - Present
JPMorgan Chase September 1990 - August 2005
Sid Harvey Industries July 1989 - August 1990
Skills
Pricing, Business Analysis, Project Management, Cross-functional Team..., Business Intelligence, Management, PMP
Education
City University of New York-Brooklyn College
Kingsborough Community College
Nursing Education
JPMorgan Chase September 2013 - Present
Morgan Stanley Smith Barney October 1991 - April 2013
Education
Brooklyn College
Nomura Securities February 2013 - Present
JPMorgan Chase March 2008 - Present
Bear Stearns January 2006 - March 2008
Refco March 2005 - December 2005
Sumitomo Trust and Banking June 2002 - February 2005
Education
City University of New York-Brooklyn College
B.S., Business, Finance and Management
Alpha Mortgage Corporation August 2012 - Present
Alpha-mortgage 2012 - Present
Citi March 2005 - April 2008
JPMorgan Chase July 2002 - March 2005
JPMorgan Chase July 1999 - May 2002
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Underwriting, Loan Origination, Financial Structuring, Refinance, Residential Mortgages, VA loans, Credit, Sales, USDA, USDA Rural Housing, Mortgage Underwriting
Education
City University of New York-Brooklyn College 2009 — 2011
BS, Accounting
JPMorgan Chase 2000 - Present
Education
Brooklyn College
Goldfine & Company December 2014 - Present
Yuppie Puppy Sporn Inc February 2014 - August 2014
JPMorgan Chase January 2008 - February 2014
Education
City University of New York-Brooklyn College 2014 — 2015
Master of Science (M.S.), Accounting
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
JPMorgan Chase October 2010 - Present
JPMorgan Chase August 2007 - September 2010
JPMorgan Chase April 2003 - August 2007
Skills
FINRA Series 6, Finra Series 63, New York State Life and..., Loans, Small Business Lending, Consumer Lending, Banking
Education
City University of New York-Brooklyn College 1992 — 1997
4th year - some college, Finance
Edward R Murrow HS 1989 — 1992
HS diploma, Communications
Elementary? PS209
TD November 2014 - Present
JPMorgan Chase November 2011 - April 2013
Chartis 2007 - 2010
AIG January 1991 - 2010
AIG 2002 - 2007
Prudential Insurance 1990 - 1991
Skills
PowerPoint, Access, Cognos, Microsoft Excel, Microsoft Word, Microsoft Office, Macro, Management, Project Management, Coaching, Forecasting, Customer Service, Strategic Planning, Budgets, Employee Relations, Policy, Insurance, Leadership, Time Management, Auditing, Analysis, Risk Management, Process Improvement, Sales, Banking, Business Analysis, Finance, Financial Analysis
Education
Brooklyn College 2000 — 2003
BS, Business Management & Finance
JPMorgan Chase September 2011 - November 2012
Champion Learning Center February 2010 - February 2012
US Dept. of Commerce April 2009 - June 2010
HSBC September 2007 - January 2008
Deutsche Bank March 2007 - August 2007
UBS 2005 - 2006
JP Morgan Chase June 1987 - September 2005
JPMorgan Chase June 1973 - September 2005
Skills
Derivatives, Financial Services, Lending Operations, Eurocurrency, Electronic Funds..., Foreclosure Resolution, Operations Management, Medical Billing and..., Leadership Management, Coaching Baseball, Loans, Investments, Credit Derivatives, Training, Interest Rate...
Education
Kingsborough Community College 2004 — 2004
Certified Medical Biller and Coder
City University of New York-Brooklyn College 1970 — 1977
BA, Economics
JPMorgan Chase May 2012 - Present
Moody's Research Labs October 2010 - January 2012
Moody’s Investors Services August 2006 - September 2010
Thomson Financial April 2001 - July 2006
Skills
Sybase, SQL, Trading Systems
Education
City University of New York-Brooklyn College 1996 — 2000
BS, Computer Science
National Income Life Insurance August 2010 - Present
JPMorgan Chase August 2008 - June 2010
Education
Brooklyn College 2007 — 2010
Bachelor's Degree, Management, Finance, Marketing
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2007
Business Management
JPMorgan Chase 1998 - 2012
JPMorgan Chase 1988 - 1998
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Adobe Acrobat, Livelink, SharePoint, Workshare, Problem Solving, Troubleshooting, Research, Collaboration, Document Drafting, Desktop Publishing, Appointment Scheduling, Liaison, Writing, Copy Editing, Data Entry, Invoicing, Office Management, Confidentiality
Education
Brooklyn College
Kingsborough Community College
Deutsche Bank Securities, AML data analysis (duplicitive orders,fx washes) RFL database developement July 2014 - Present
NRDC – Natural Resources Defense Council January 2014 - June 2014
Kelly Services / Mcgraw-Hill Financial / Standard and Poor’s Capital IQ –Global Market Intelligence October 2013 - November 2013
1877femtrip.com August 2006 - October 2013
JPMorgan Chase September 2003 - June 2005
Chemical Bank August 1989 - September 2003
Advanced Systems Development, Inc 1985 - 1987
Skills
Business Analysis, Project Management, XML, Access, Microsoft SQL Server, Databases, Analysis, CRM, E-commerce, VBA, Technical Writing, Finance, Microsoft Excel, Email Marketing, SharePoint, Visio, Microsoft Word, SQL, SDLC, Requirements Analysis, Data Analysis, Financial Analysis, Software Project..., Requirements Gathering
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor of Science (BS), Computer Science
ULLICO April 2006 - Present
JPMorgan Chase January 2000 - January 2002
Skills
Customer Service, PowerPoint, Bookkeeping, Teamwork, Analysis, Cash Flow, Financial Reporting, D&O, Research, Professional Liability, Reinsurance, Financial Accounting, Property & Casualty..., Casualty
Education
UMUC 2009 — 2014
Bachelor's degree, Finance, General
Brooklyn College 1995 — 2000
Bachelor of Science (BS), business, management and finance
Columbia University Medical Center 2014 - Present
Continuum Health Partners 2009 - Present
The Mount Sinai Hospital September 2006 - 2009
NYC Health and Hospitals Corporation 2004 - 2005
JPMorgan Chase June 1996 - October 2004
Skills
Healthcare Management, Financial Analysis, Financial Reporting, Healthcare, Corporate Finance, Public Health, Operating Budgets, EPSI, Revenue Cycle, Healthcare Consulting, Medicare, Medicaid, Data Analysis, Healthcare Industry, Department Budgeting, Budget Reconciliation, Customer Service, Healthcare Information..., Managed Care, Hospitals, HIPAA, EHR, EMR, Process Improvement, Physician Relations, Microsoft Excel, PowerPoint, Access
Education
Long Island University, Brooklyn Campus 2004 — 2006
Master of Public Administration (MPA), Business Administration and Management, General
Cornell University 2003 — 2003
Certification in Human Resources
Brooklyn College 1996 — 2000
Bachelor's degree, Psychology
Long Island Rail Road March 2014 - Present
JPMorgan Chase August 2006 - February 2014
NEW YORK HEALTH AND RACQUET CLUB May 2005 - July 2006
YWCA of Greater New York September 1999 - February 2005
Education
DeVry University 2010 — 2012
Bachelor of Science (BS), Technical Management/Human Resources
Brooklyn College 2008 — 2009
Technical Career Institutes 2000 — 2002
Associate of Arts and Sciences (AAS), Industrial Engineering
Eastern Locating Service 2005 - 2012
JPMorgan Chase December 2003 - May 2005
Education
Brooklyn College 1989 — 1995
Psychology
Dowling College 1991 — 1992
Aviation
JPMorgan Chase February 2011 - Present
Sprint Nextel August 2010 - February 2011
diverse building services October 2004 - June 2009
Skills
Customer Service
Education
Brooklyn College
Associate's degree, Business/Commerce, General
Valencia Community College
PNC May 2015 - Present
JPMorgan Chase January 2010 - Present
JPMorgan Chase January 2006 - January 2010
Skills
Management, Banking, Portfolio Management, Analysis, Team Leadership, Credit, Commercial Banking, Relationship Management, Managerial Finance, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending
Education
City University of New York-Brooklyn College 1998 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management
Brooklyn College
Bachelors of Science, Business Management & Finance
JPMorgan Chase August 1994 - Present
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Small Business Lending, Credit Analysis, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Lending
Education
Brooklyn College 1991 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo November 2013 - Present
JPMorgan Chase January 2013 - November 2013
J.P. Morgan March 2011 - January 2013
JPMorgan Chase February 2009 - February 2011
Staples February 2007 - February 2009
Skills
Series 63, Series 6, Notary Public, Relationship Management, Branch Banking, Investments, Sales, Sales Management, Customer-focused Sales, Multi-tasked, Acquisiton, servicing affluent..., Banking, Credit, Finance, Financial Services, Management, Loans, Credit Analysis
Education
CFA INSTITUTE 2015 — 2019
CHARTERED FINANCIAL ANALYST LEVEL I, FINANCE, WEALTH MANAGEMENT, BROKERAGE, RELATIONSHIP
Brooklyn College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Prudential Financial September 2005 - Present
Cozen O'Connor 2004 - 2005
JPMorgan Chase 2003 - 2004
American Capital Access Service Corporation 2001 - 2003
UBS 1998 - 2001
The MONY Group 1995 - 1998
Sills Cummis & Gross P.C. 1994 - 1995
Cullen and Dykman LLP 1993 - 1994
Skills
Providing counsel to..., Securities Regulation, Insurance Law, Investments, FINRA, Mutual Funds, Financial Services, Securities, Insurance, Corporate Law, Corporate Governance, Risk Management, Due Diligence, Estate Planning, Finance
Education
Saint John's University 1991 — 1993
Juris Doctor (J.D.), Cum Laude
Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Accounting, Cum Laude
JPMorgan Chase February 2013 - Present
JPMorgan Chase June 2005 - January 2013
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Sociology
University of North Texas
Sociology
Maimonides Medical Center January 2008 - Present
JPMorgan Chase April 1993 - 2007
Education
City University of New York-Brooklyn College 1975 — 1981
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
Abraham Lincoln HS